SCM
UVSP icon

Stevens Capital Management’s Univest Financial UVSP Stock Holding History

Stevens Capital Management’s Portfolio UVSP Stock Details UVSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-17,811
Closed -$368K – 1341
2013
Q4 		$368K Buy
17,811
+665
+4% +$13.3K 0.01% 728
2013
Q3 		$323K Buy
17,146
+1,684
+11% +$33.3K 0.01% 760
2013
Q2 		$295K Buy
+15,462
New +$274K 0.01% 716

Other funds holding UVSP

UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BMCMI
Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania $577M AUM 6.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KIM
Kestrel Investment Management San Mateo, California $167M AUM 20.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stevens Capital Management's UVSP Position: Q1 2014 in Review

Stevens Capital Management sold out of Univest Financial (UVSP) in Q1 2014, closing a stake of 17,811 shares — an estimated $368K sold.

Stevens Capital Management first reported a position in UVSP in Q2 2013 and held it in 3 quarters. The position peaked at $368K in Q4 2013. 80 funds tracked by Wall St. Rank hold UVSP as of Q1 2014.

  • Stevens Capital Management reported no remaining Univest Financial position as of Q1 2014 after selling out during the quarter.
  • Stevens Capital Management sold 17,811 Univest Financial shares in Q1 2014, an estimated $368K.
  • Stevens Capital Management first reported a position in Univest Financial in Q2 2013 and held it in 3 quarters.
  • Stevens Capital Management's Univest Financial position peaked at $368K in Q4 2013.
  • 80 funds tracked by Wall St. Rank held Univest Financial as of Q1 2014.

Based on Stevens Capital Management's 13F filing for Q1 2014, filed 6 May 2014.